Spire Wealth Management’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-939
| Closed | -$28.8K | – | 2569 |
|
|
2025
Q1 | $28.8K | Hold |
939
| – | – | ﹤0.01% | 1493 |
|
|
2024
Q4 | $29.8K | Hold |
939
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q3 | $31K | Hold |
939
| – | – | ﹤0.01% | 1294 |
|
|
2024
Q2 | $29.1K | Hold |
939
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q1 | $28.9K | Hold |
939
| – | – | ﹤0.01% | 1398 |
|
|
2023
Q4 | $26.9K | Hold |
939
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q3 | $25K | Hold |
939
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q2 | $25.7K | Sell |
939
-1,650
| -64% | -$45.2K | ﹤0.01% | 1483 |
|
|
2023
Q1 | $68.7K | Buy |
2,589
+939
| +57% | +$24.9K | ﹤0.01% | 1071 |
|
|
2022
Q4 | $42K | Hold |
1,650
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q3 | $42K | Sell |
1,650
-939
| -36% | -$23.9K | ﹤0.01% | 1013 |
|
|
2022
Q2 | $68K | Sell |
2,589
-200
| -7% | -$5.25K | ﹤0.01% | 1176 |
|
|
2022
Q1 | $86K | Sell |
2,789
-1,494
| -35% | -$46.1K | ﹤0.01% | 1217 |
|
|
2021
Q4 | $142K | Buy |
4,283
+805
| +23% | +$26.7K | ﹤0.01% | 1253 |
|
|
2021
Q3 | $116K | Hold |
3,478
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q2 | $119K | Sell |
3,478
-1,388
| -29% | -$47.5K | ﹤0.01% | 1134 |
|
|
2021
Q1 | $157K | Buy |
+4,866
| New | +$157K | ﹤0.01% | 1175 |
|